Q: Hi, it feels like general tune has changed on ECN. Based on previous questions regarding ECN, it was highly ranked by 5i and most recently as a top 3 small cap growth stock recommendation based on potential and valuation, and management per question raised on Mar 21st. After the latest earnings reporting on Mar 23rd, it has fallen 25% since. Are potential, management and valuation (25% cheaper than Mar 21st) no longer a recommendation to buy, but rather to only hold? Would like to understand the thought process behind this if this and if this is a short term momentum recommendation, rather than a long-term recommendation. As well, were general headwinds not expected on recession and higher interest rates? I understand that magnitude was more than expected but likely temporary? Thanks!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I am wondering what is your opinion of this company after the results released late today.
Thx
Thx
Q: I understand that, on its ex-dividend date, a dividend-paying stock will likely decline in proportion to the value of the payout. Knowing that, can one do anything to avoid getting caught in a rush-to-the-exits? For example, while WFC declined by $3 (that is, by the payout value) on the ex-dividend date, it continued to decline (by an additional $2.50) over the following two days (it has since recovered.)
In this connection: where the exchange supports trading outside of regular trading hours, does the 'ex-dividend date' still align with the regular open?
In this connection: where the exchange supports trading outside of regular trading hours, does the 'ex-dividend date' still align with the regular open?
Q: The BPO pref shares, in my view, are trading at levels that indicate serious concern over credit risk.
A question put to you on Jan 30, 2023 was with respect to who held the liability for the BPO pre shares (the questioner was asking about BPO.PR.G specifically). You replied:
“While BPO is a separate legal entity, its preferred shares are under the obligation of BN.”
However, a similar question was posed Mar 20, 2023 with respect to BPO.PR.P and you seemed to reply that the obligation on those BPO pref shares was with something called Brookfield Property Preferred LP.
Forgive me if I have mischaracterized your answers, this is a bit confusing to me. It seems to be a very big difference though.
I am assuming that the Preferred LP is some sort of subsidiary?
If so, that would make the BPO prefs MUCH more risky, in my opinion.
I note that the Financial Post reported in Feb 2023 that yet another Brookfield subsidiary (Brookfield DTLA] has defaulted on loans on two major office towers in downtown Los Angeles. The loan amounts are staggering, by the way.
Can you please clarify all this?
A question put to you on Jan 30, 2023 was with respect to who held the liability for the BPO pre shares (the questioner was asking about BPO.PR.G specifically). You replied:
“While BPO is a separate legal entity, its preferred shares are under the obligation of BN.”
However, a similar question was posed Mar 20, 2023 with respect to BPO.PR.P and you seemed to reply that the obligation on those BPO pref shares was with something called Brookfield Property Preferred LP.
Forgive me if I have mischaracterized your answers, this is a bit confusing to me. It seems to be a very big difference though.
I am assuming that the Preferred LP is some sort of subsidiary?
If so, that would make the BPO prefs MUCH more risky, in my opinion.
I note that the Financial Post reported in Feb 2023 that yet another Brookfield subsidiary (Brookfield DTLA] has defaulted on loans on two major office towers in downtown Los Angeles. The loan amounts are staggering, by the way.
Can you please clarify all this?
Q: On Market Call today it was stated that a turnaround is now happening at Baylin. Would you agree with this and do the fundamentals warrant it a buy. Thanks.
Q: Why does CS not move up.? Is the Secondary not placed ? $ 285 Million deal.
You still do like the Shares ? Don't you ? Price of Copper is at $ 4.10
Do you recommend TECK. B as well ? RAK
You still do like the Shares ? Don't you ? Price of Copper is at $ 4.10
Do you recommend TECK. B as well ? RAK
Q: are you a believer in structured bonds. dave
Q: Hi
BMOInvestorline offers a HISA currently paying 4.35% interest accrued daily and paid monthly. It is not locked in and I can withdraw at anytime without penalty. I haven't found a better rate anywhere. Even EQ Bank only pays 2.5% in its savings account.
I haven't been able to find a "catch" but this seems too good to be true. Am I missing something? Or is this a really prudent way to keep the cash component of my portfolio, assuming I'm going to keep some cash.
Thanks
Robert
BMOInvestorline offers a HISA currently paying 4.35% interest accrued daily and paid monthly. It is not locked in and I can withdraw at anytime without penalty. I haven't found a better rate anywhere. Even EQ Bank only pays 2.5% in its savings account.
I haven't been able to find a "catch" but this seems too good to be true. Am I missing something? Or is this a really prudent way to keep the cash component of my portfolio, assuming I'm going to keep some cash.
Thanks
Robert
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What is the difference between these 2 stocks if held in RRSP? The US stock has a dividend of 4.1% and the Canadian stock has 2.99% dividend.
Q: Do you think that the Canadian Internet providers are at risk of being disrupted by Starlink? Have the Telcos addressed this issue to the investment community and explained their strategy to deal with this challenge?
Thanks.
Thanks.
Q: Hi Peter,
A lot of high yield ETFs distribution contains a return of capital, which means you get back a portion of your own invested money. It seems to me this is a marketing ploy used by the ETFs to entice investors with a return that is no ‘real’. Which is better for an investor whose primary goal is to increase her wealth and not aiming for a certain amount of monthly/annual income distribution - a plain ETF that has a yield of 4% or a high yield ETF that has a yield of 6% which includes a return of capital of 2.5%? For investors, are there any drawbacks or concerns for ‘return of capital’ feature apart from the necessary book keeping of adjusted cost? Thanks.
A lot of high yield ETFs distribution contains a return of capital, which means you get back a portion of your own invested money. It seems to me this is a marketing ploy used by the ETFs to entice investors with a return that is no ‘real’. Which is better for an investor whose primary goal is to increase her wealth and not aiming for a certain amount of monthly/annual income distribution - a plain ETF that has a yield of 4% or a high yield ETF that has a yield of 6% which includes a return of capital of 2.5%? For investors, are there any drawbacks or concerns for ‘return of capital’ feature apart from the necessary book keeping of adjusted cost? Thanks.
Q: Good Morning
AP.UN is touching new lows. Can you please provide your insight with respect to dividend sustainability?
Do you still recommend holding it?
AP.UN is touching new lows. Can you please provide your insight with respect to dividend sustainability?
Do you still recommend holding it?
- Financial Select Sector SPDR (XLF)
- iShares U.S. Insurance ETF (IAK)
- iShares 20+ Year Treasury Bond ETF (TLT)
Q: If interest rates and inflation are going to peak, do you think these ETFs (XLF, IAK TLT) have opportunity now? If so which one has most potential right now? Thank you.
Q: Given the results just released, what are your thoughts on Sagicor. I have it mostly for the dividend but not happy about the 15% loss I've had. Any chance it gets back up around $ 6.00 anytime soon ? And do you think the dividend is "safe" ?
Q: After a reverse 8:1 split and a continuing drop in stock price, is there any upside to this stock?
- Mandalay Resources Corporation (MND)
- Dolly Varden Silver Corporation (DV)
- Uranium Energy Corp. (UEC)
Q: Which companies in the junior mining space have seen significant insider buying lately? I’m mainly inquiring about gold and silver names, but copper, nickel and uranium are of interest as well.
Q: 1. Do bear market bottoms typically occur before or after the Fed starts to cut rates? (I see conflicting answers when I google articles on this with some saying "always before" and others saying "always after".)
2. I read that markets bounce hard (like ++20%) in the 6 months after a bear market bottom but we have a less than 10% market return and the 6 mos is almost up, therefore conclude the real bottom is still to come. Thoughts?
Thank you.
2. I read that markets bounce hard (like ++20%) in the 6 months after a bear market bottom but we have a less than 10% market return and the 6 mos is almost up, therefore conclude the real bottom is still to come. Thoughts?
Thank you.
Q: Hi Peter
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits
what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector
Michael
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits
what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector
Michael
- Graphic Packaging Holding Company (GPK)
- NV5 Global Inc. (NVEE)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Lantheus Holdings Inc. (LNTH)
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
Q: Hi,
New spin off from Constellation Software. What is the business model? Will the growth profile be similar to Constellation. Is it a good buying and holding for 10-15 years. In advance, thank you for taking the time to answer my question.
Norwood
New spin off from Constellation Software. What is the business model? Will the growth profile be similar to Constellation. Is it a good buying and holding for 10-15 years. In advance, thank you for taking the time to answer my question.
Norwood